Efficient Wealth Management LLC
Holdings in TCBX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $258,468 | 6,800 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $258,196 | 6,800 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $222,156 | 6,800 | Shares | Sole | 2025-07-31 |
| 2025-03-31 | $226,916 | 6,800 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $230,860 | 6,800 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $222,191 | 8,300 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $176,541 | 8,300 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $166,166 | 8,300 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $164,921 | 8,300 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $141,930 | 8,300 | Shares | Sole | 2023-10-20 |
| 2023-06-30 | $131,721 | 8,300 | Shares | Sole | 2023-07-14 |